Core Insights - Anta Group has announced two high-performance material innovations: "Fluorine-free Anta Membrane Technology" and "Six-Degree Core Warmth Technology," achieved through collaborative innovation in industry, academia, and research [1][2] Group 1: Fluorine-free Anta Membrane Technology - The technology was developed in collaboration with Donghua University, utilizing self-developed high-permeability bio-based polymers and micro-nano structural regulation [1] - It achieves an international leading standard with a static water pressure of 18000 mmH2O and a moisture permeability rate of 7000 g/m²·24h, addressing the global challenge of fluorine-free high-performance waterproofing [1] - The material incorporates 20% bio-based polymers, replacing traditional petroleum-based materials, aligning with sustainable development trends [1] - Once mass-produced, garments using this technology will be priced at only one-third of similar international products, with projected global sales of over 500,000 units for the new "Storm Armor" jackets by 2026 [1] Group 2: Six-Degree Core Warmth Technology - This technology originates from the Anta-Xu Weilin Academy of Sciences workstation and integrates the flag-spinning technology from the Chang'e 6 lunar mission [1] - It overcomes processing bottlenecks of one-dimensional basalt fiber composite materials, resulting in a composite material with extreme temperature resistance, high strength, and high abrasion resistance [1] - The material features six performance advantages, including irradiation heating, thermal reflection, and heat retention, filling a gap in the domestic sports equipment material application [1] - Currently, this technology is applied in training and competition gear for 10 Chinese ice and snow national teams, providing dynamic warmth support as they prepare for the 2026 Milan Winter Games [1]

Core Insights - The second Sports Goods Industry Innovation Consortium conference was held in Beijing, where significant technological advancements were announced, including the "Fluorine-Free Anta Membrane Technology" and "Six-Degree Core Warmth Technology" [4][5] - Anta Group's "AI365 Strategy" was introduced, aiming to enhance efficiency, drive growth, and improve user experience through AI applications across various business areas [6][7] Group 1: Technological Innovations - The "Fluorine-Free Anta Membrane Technology" is a core technology developed in collaboration with Donghua University, achieving international leadership in static water pressure and moisture permeability [5] - The "Six-Degree Core Warmth Technology," developed by Anta's collaboration with academic institutions, utilizes basalt fiber technology to create high-performance composite materials suitable for extreme temperatures [5][6] - The consortium also launched the Tianji High-Performance Materials Initiative, focusing on breaking the technological monopoly of international giants in high-end materials [5][6] Group 2: AI and Digital Transformation - Anta Group's "AI365 Strategy" outlines three main directions for digital transformation: cost reduction and efficiency enhancement, growth driving, and user experience improvement [6] - The "Linglong Design Model," the first AI design model in the sports goods industry, leverages over 30 years of data to enhance design efficiency across multiple dimensions [6][7] - An AI innovation platform was established, integrating resources from major tech companies and universities to drive technological innovation across the entire supply chain of the sports goods industry [7] Group 3: Consortium Growth and Vision - The Sports Goods Industry Innovation Consortium, led by Anta Group, aims to foster collaborative innovation and establish an open innovation ecosystem, growing from 13 to 34 member units in just one year [7] - The consortium emphasizes the importance of technological self-reliance and collaboration to strengthen the industry's foundation and expand innovation boundaries [6][7]

Core Insights - The second Sports Goods Industry Innovation Consortium conference was held in Beijing, where Anta Group unveiled its "AI365 Strategy" and "Linglong Design Model" [1][6] Group 1: Technological Innovations - Anta Group introduced two major technological breakthroughs: the "Fluorine-Free Anta Membrane Technology" and "Six-Degree Core Warmth Technology," showcasing a full-chain innovation from lab to market [3] - The "Fluorine-Free Anta Membrane Technology" is the core technology of the membrane technology platform, while the "Six-Degree Core Warmth Technology" utilizes inorganic basalt fiber to create high-performance composite materials [3][5] - The Tianji High-Performance Materials Initiative aims to link industry, academia, and research through various mechanisms, promoting innovation across the entire "materials-equipment-standards" chain [3] Group 2: AI Strategy - Anta Group's "AI365 Strategy" focuses on three main directions: cost reduction and efficiency enhancement, growth driving, and user experience improvement [5] - The strategy encompasses six application areas: marketing, design, product, supply chain, retail, and operations, with a goal to achieve over 50% internal AI usage within three years [5] - The "Linglong Design Model," based on over 30 years of Anta's accumulated data, significantly enhances the efficiency of design personnel [6] Group 3: Consortium Growth and Collaboration - The Sports Goods Industry Innovation Consortium, led by Anta Group, aims to foster industry collaboration and establish an open innovation ecosystem, growing from 13 to 34 member units in just one year [8] - New members include prestigious universities and research institutions, as well as various supply chain companies and AI innovation enterprises [8]

Core Viewpoint - The Chinese sports industry aims to exceed 7 trillion yuan by 2030, with a significant transition from scale expansion to value upgrading by 2025, marking a critical year for "AI + Sports" development [1] Group 1: AI Strategy and Innovations - Anta Group launched its "AI365 Strategy" and the first AI design model in the sports goods industry, named "Linglong Design Model," at the second Sports Goods Industry Innovation Conference [1][3] - The "AI365 Strategy" encompasses three main directions: efficiency-oriented AI, growth-driven AI, and user experience-oriented AI, covering six business application areas including marketing, design, and supply chain [7][8] - The Linglong Design Model enhances design efficiency by 400%, reduces the time to develop popular products by 80%, and increases the selection rate of design proposals by 30% [5][10] Group 2: Digital Transformation and Industry Impact - The introduction of the Linglong Design Model is seen as a landmark event for the digital transformation of China's textile and apparel industry, providing a quantifiable and practical path for traditional industries [6][10] - Anta's AI initiatives are expected to reshape the competitive landscape of the sports goods industry, moving the focus from brand marketing and channel expansion to efficiency and value competition [14][17] - The company has committed to investing an additional 20 billion yuan in R&D over the next five years, building on a decade of innovation investment totaling 20 billion yuan [11][12] Group 3: Market Position and Future Goals - Anta aims to achieve over 50% internal AI usage and create value exceeding 5 billion yuan within three years, reflecting its commitment to digital transformation [12][14] - The company envisions becoming a world-leading multi-brand sports goods group, focusing on brand value, technological innovation, and market share [15] - Anta's AI strategy serves as a reference model for domestic sports goods companies, demonstrating that technological innovation must align with industry logic and user needs to drive global competitiveness [17]

Core Viewpoint - The article emphasizes the significant transformation of China's sports industry through digitalization and AI, aiming for a total scale exceeding 7 trillion yuan by 2030, with 2025 being a pivotal year for "AI + Sports" development [1][12]. Group 1: AI365 Strategy and Digital Transformation - Anta Group introduced the "AI365 Strategy," marking the first comprehensive AI transformation strategy in China's sports goods industry, focusing on efficiency, growth, and user experience [12]. - The "Linglong Design Model" is a key project under this strategy, aimed at enhancing the design process and providing a quantifiable path for the digital transformation of the textile industry [10][14]. Group 2: Efficiency and Innovation in Design - The Linglong Design Model significantly optimizes the shoe and apparel design process, boasting features like text-to-image generation and rapid expansion of popular designs, which can increase design efficiency by 400% and reduce the development cycle by 80% [6][8]. - The model leverages over 30 years of Anta's accumulated design data, enhancing creativity while maintaining human emotional connections [8][9]. Group 3: Long-term Investment in Technology - Anta has committed to a long-term investment strategy in technology, with a cumulative innovation investment of 20 billion yuan over the past decade, and plans to invest an additional 20 billion yuan in the next five years [15][16]. - This investment strategy aims to create a virtuous cycle of continuous improvement in technology and market feedback, positioning Anta as a leader in the digital transformation of the sports industry [16]. Group 4: Market Impact and Competitive Advantage - Anta's AI initiatives are expected to reshape the competitive landscape of the sports goods industry, shifting the focus from traditional marketing and channel expansion to efficiency and value competition [21][24]. - The company's vision includes becoming a world-leading multi-brand sports goods group, emphasizing global innovation and proactive market positioning [21][23].

Core Viewpoint - The era of "technological sovereignty" has fundamentally changed the logic of global industrial competition, making technological innovation a necessity for survival and development rather than an option [1][6]. Group 1: Industry Innovation and Collaboration - The establishment of the "Sports Goods Industry Innovation Consortium" led by Anta aims to create an open and collaborative innovation platform to overcome common technological bottlenecks in the industry [3][5]. - The consortium has provided continuous R&D support and resource sharing, forming a technology innovation system that integrates enterprises, markets, and research [5][6]. - Anta's approach not only represents a technological revolution but also a development path that addresses how Chinese companies can systematically provide "innovation certainty" across the entire industry chain in a highly competitive global environment [6][18]. Group 2: Technological Advancements and Market Position - Anta achieved a historical revenue high in the first half of 2025, with a 14.3% year-on-year increase to RMB 38.54 billion, marking 12 consecutive years of growth and maintaining the top position in the Chinese market for four years [8]. - Over the past decade, Anta has invested more than RMB 20 billion in R&D innovation, establishing a strong foundation for market leadership through continuous technological investment [9][48]. - The gap between domestic brands and international giants is rapidly closing, with both sides now in a position of coexistence and competition rather than mere following [11][51]. Group 3: Material Science and Product Innovation - Anta's "fluorine-free membrane technology" and "six-degree core warming technology" represent significant advancements in material science, with the former achieving international advanced levels at one-third the price of international brands [13][16]. - The application of basalt fiber technology in outdoor apparel demonstrates a breakthrough in material innovation, with potential applications extending beyond sportswear to aerospace and medical fields [15][16]. - The innovation in core materials is expected to accelerate the localization of key materials in the industry, helping China's textile and apparel industry transition from a participant in the global value chain to a standard setter [18][54]. Group 4: AI Integration and Future Strategy - Anta has expanded its AI capabilities significantly, launching the "AI365 Strategy" to integrate AI across all business functions, including marketing, design, and supply chain [35][41]. - The introduction of the "Linglong Design Model" aims to enhance design efficiency, reducing development cycles by over 50% and increasing selection rates for design proposals by 30% [37][39]. - Anta plans to achieve over 50% internal AI usage coverage within three years, aiming to create value exceeding RMB 5 billion, thereby building a systematic competitive advantage centered on intelligent technology [42][43]. Group 5: Value Reassessment and Competitive Edge - Anta's role as a leader in the industry is reshaping its valuation logic, transitioning from a focus on acquisitions to building a technology-driven ecosystem [49][51]. - The company's deepening R&D investments and systematic ecological layout are critical drivers of its competitive edge, enabling it to break free from homogeneous competition and move towards higher-dimensional value competition [52][54]. - The establishment of a mature technological ecosystem allows Anta to efficiently connect R&D with market needs, promoting effective technology transfer and reducing reliance on external technologies [53][54].